Privacy Policy
Last updated: November 13, 2026
New Haven Tax Partners ("we," "us"), owned by Richard Perryman, respects your privacy. This policy explains what we collect and how we use it.
Information we collect
- Information you give us through our contact form: name, email, phone number, and what you need help with.
- Information you share while working with us, such as tax documents and records needed to provide our services.
- Your mobile phone number, your text messaging consent choice, and messages you exchange with us.
How we use it
- To respond to your inquiry and schedule calls.
- To provide tax preparation, advisory, and accounting services.
- To send text messages you have agreed to receive: appointment scheduling and reminders, responses to your questions, document requests, and updates about your account and services.
Text messaging (SMS)
Providing a phone number or submitting our contact form does not, by itself, give consent to receive SMS/MMS messages. You opt in by selecting the optional, unchecked text message consent box on our contact form, or by expressly asking us to send you text messages. Consent is not a condition of purchasing services.
If you opt in, we use your mobile number to send the service-related messages described in our Terms & SMS Terms. Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out at any time. You will receive one opt-out confirmation and no further messages unless you opt in again. Reply HELP for help, or call (801) 614-2508.
We do not share, sell, or convey personal information, including mobile phone contact information, to third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are excluded from any other information-sharing categories described in this policy. They are not shared with third parties for their own use. We share them only with service providers, such as Dialpad, as necessary to operate and deliver our messaging program; those providers may not use them for marketing or promotional purposes.
Sharing
We do not sell your personal information. Apart from the SMS restrictions above, we share information only with service providers who help us run our business, when you authorize us to (for example, filing with the IRS), or when required by law. These disclosures do not permit third-party marketing.
Website services
- Contact form: the name, email, optional phone number, inquiry, and SMS consent choice you submit are stored in our Lovable Cloud database so we can respond and maintain a record of your request. Please do not submit Social Security numbers or sensitive tax documents through this form.
- Text messaging: Dialpad helps us send and receive messages and processes phone numbers, message content, delivery information, and consent or opt-out records as needed to provide that service.
- Fonts: our site loads fonts from Google Fonts. Your browser sends Google a request that includes your IP address and browser information so it can deliver the fonts.
Visitor analytics
Button and link clicks are recorded for every visitor. Page visits, time on page, page speed, and errors are also recorded for every visitor, without cookies and without identifying anyone.
Lovable's analytics uses no cookies, stores nothing on your device, does not keep IP addresses, and does not identify visitors. It records the pages visited, where visitors came from, their country, browser, operating system and device type, how long they stay, how fast pages load, errors, and button and link clicks. Detailed data is kept for 90 days and daily summaries for one year.
Lovable collects this data for us. Lovable's privacy policy explains how it handles it. These analytics practices are separate from the information you choose to submit through our contact form or share by text.
Security
We use reasonable safeguards to protect your information and limit access to people who need it.
Retention
We retain contact and client information as needed to respond to inquiries, provide services, and meet applicable legal and recordkeeping obligations. We retain consent and opt-out records as needed to honor your messaging preferences.
Your choices
You can ask us to access, correct, or delete your contact information by calling (801) 614-2508. We may need to retain records required by law. To stop text messages, reply STOP; you can also contact us at the same number for help. Opting out of texts does not prevent you from receiving our services.
Contact us
New Haven Tax Partners · Richard Perryman, Owner · (801) 614-2508